+66.7%
IBIT vs EFV
+77.7%
-11.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.2% |
| 7D | +1.4% | +1.0% | +0.5% | +0.6% |
| 30D | +20.6% | +0.2% | +20.5% | +20.5% |
| 3M | +23.7% | +9.6% | +14.1% | +13.6% |
| 6M | +15.0% | +14.0% | +1.0% | +1.8% |
| YTD | -10.6% | +18.5% | -29.1% | -23.4% |
| 1Y | -30.3% | +27.9% | -58.2% | -44.2% |
| All | +66.7% | +77.7% | -11.0% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EFV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling